EESvsISMDETF Comparison
WisdomTree U.S. SmallCap Fund (EES) belongs to the US Small Cap segment. Inspire Small/Mid Cap Impact ETF (ISMD) is part of the US Multi-Factor segment. EES's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, ISMD's top sector exposures are Industrials, Financials and Information Technology. EES is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.53% for ISMD. EES is up 17.16% year-to-date (YTD) with -$28M in YTD flows. ISMD performs better with 25.68% YTD performance, and +$33M in YTD flows. Run a side-by-side ETF comparison of EES and ISMD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EES vs ISMD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EES ISMD | +5.58%+7.49% | +16.96%+23.35% | +17.16%+25.68% | +32.95%+39.24% | +55.28%+58.50% | +42.27%+48.72% |
| Flows | EES ISMD | -$10M+$10M | -$16M+$20M | -$28M+$33M | -$55M+$52M | -$117M+$79M | -$110M+$132M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EES ISMD | +15.08%+18.51% | +17.24%+18.77% | +20.44%+20.09% | +21.50%+21.13% |
| Max drawdown | EES ISMD | -3.62%-3.20% | -7.97%-9.50% | -26.88%-26.77% | -26.88%-26.77% |
| Max drawdown duration | EES ISMD | 16d11d | 64d82d | 379d399d | 379d399d |
EES | ISMD | |
Last sale 6/12/2026 at 1:30 PM | $66.39 | $48.35 |
| Previous close 06/11/2026 | $65.85 | $48.46 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EES | ISMD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EES | ISMD | |
|---|---|---|
| Last price | $66.39 | $48.35 |
| 1D performance | +0.82% | -0.23% |
| AuM | $707.51 M | $329.05 M |
| E/R | 0.38% | 0.53% |
EES | ISMD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | Inspire ETFs |
| Benchmark | WisdomTree U.S. SmallCap Index | Inspire Small/Mid Cap Impact Equal Weight Index |
| N° of holdings | 1330 | 467 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | February 28, 2017 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
